Filed July 26, 1996 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,156 | $87,841+97.1% | $133,980+29.2% | $62,891+175.3% |
| Participation rate | 96.3% | 83.4%+13.0pp | 87.1%+9.3pp | 69.3%+27.0pp |
| Annual return | 7.06% | 12.05%-5.0pp | 29.30%-22.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $12,606 | $3,483+262.0% | $5,211+141.9% | $2,281+452.7% |
| Participant deferral / active EE | $4,237 | $4,812-12.0% | $6,282-32.6% | $3,203+32.3% |
| Admin fee / account holder | $2,275 | $5,371-57.6% | $9,324-75.6% | $4,296-47.0% |